State Street
Dan Lee, CPA, MBA, has extensive experience in fund accounting and administration, currently serving as Vice President at State Street since November 2021, after holding the position of AVP. Previous roles include Manager of Finance for Global Business Services at Invesco US and various positions at State Street and Verizon Wireless. Dan Lee began a career in finance at PwC as a Senior Associate and transitioned from a summer intern at Turnberry Associates. Dan Lee also has a military background as a Captain in the Korea Airforce. Academically, Dan Lee holds an MBA in International Business from Brandeis International Business School, an MSA in Accounting from Indiana University - Kelley School of Business, and a BA in Foreign Language from Korea Airforce Academy.
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